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LVL: Invesco S&P Global Dividend Opportunities Index ETF (ETF)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/26/2007 |
| Last Dividend Date: | 02/12/2020 |
| 12-Mo. Yield | 3.92% |
| Expenses | 0.64% |
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Performance Analytics (As of 08/27/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/26/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.1 | 7.1 | 9.5 | 4.4 | -0.1 | 1.4 | 23.2 | -6.2 | 15.6 | 22.8 | -19.5 | -8.6 | 7.9 | 7.1 | -5.1 | 5.1 | 68.2 | -49.6 | -17.1 |
| Sharpe Ratio | NA | 1.57 | 0.92 | 0.31 | 0.22 | -0.02 | 1.14 | 2.43 | -0.66 | 2.37 | 1.05 | -1.03 | -0.72 | 0.6 | 0.41 | -0.2 | 0.22 | 1.47 | -1.04 | -1.41 |
| Draw Down(%) | NA | 5.3 | 12.9 | 35.4 | 41.5 | 70.8 | 2.0 | 5.3 | 12.9 | 2.0 | 12.3 | 29.0 | 20.2 | 13.0 | 16.6 | 23.4 | 18.0 | 35.5 | 60.6 | 21.0 |
| Standard Deviation(%) | NA | 8.3 | 9.1 | 14.3 | 16.8 | 24.7 | 7.3 | 9.0 | 11.5 | 6.3 | 21.5 | 19.0 | 12.0 | 13.3 | 17.2 | 25.7 | 23.4 | 46.2 | 48.5 | 23.5 |
| Treynor Ratio | NA | 0.25 | 0.14 | 0.05 | 0.04 | -0.01 | 0.38 | 0.32 | -0.12 | 0.23 | 0.19 | -0.18 | -0.09 | 0.08 | 0.07 | -0.05 | 0.05 | 0.59 | -0.65 | -0.52 |
| Alpha | NA | 0.05 | 0.02 | 0.01 | 0.0 | 0.0 | 0.09 | 0.03 | 0.01 | -0.01 | 0.06 | -0.06 | -0.02 | -0.02 | -0.04 | 0.04 | -0.02 | 0.09 | -0.08 | -0.16 |
| Beta | NA | 0.52 | 0.59 | 0.89 | 0.93 | 0.9 | 0.22 | 0.69 | 0.63 | 0.64 | 1.15 | 1.1 | 0.97 | 0.96 | 0.97 | 0.93 | 0.94 | 1.16 | 0.77 | 0.64 |
| RSquared | NA | 0.51 | 0.54 | 0.68 | 0.76 | 0.58 | 0.26 | 0.64 | 0.56 | 0.53 | 0.81 | 0.78 | 0.77 | 0.78 | 0.82 | 0.89 | 0.74 | 0.54 | 0.48 | 0.36 |
| Yield(%) | N/A | 3.9 | 3.8 | 3.8 | 4.5 | N/A | 0.2 | 4.1 | 3.2 | 3.7 | 6.0 | 4.6 | 5.8 | 6.5 | 7.2 | 5.7 | 5.3 | 5.0 | 6.8 | 2.9 |
| Dividend Growth(%) | N/A | 20.1 | -34.0 | -47.3 | N/A | N/A | -94.2 | 13.6 | -3.9 | -26.2 | -2.3 | -30.2 | -12.6 | -10.8 | 15.2 | 5.6 | 62.7 | -63.9 | 89.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/26/2007
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